Fixed Income | Voya Investment Management

Senior Loan Talking Points

March 23, 2026

Highlights from the week of March 13 – March 19, 2026.

Iran-Driven Considerations for Fixed Income Markets

March 6, 2026

Geopolitical tensions are rising as markets expected disinflation and easing. Fixed income investors watch energy, inflation expectations, and risk pricing.

CIO Insights: Iran’s Market Impact

March 2, 2026

As markets react to this weekend's escalation in the Middle East, our CIO Eric Stein offers a grounded perspective on what's driving the volatility.

Fixed Income Perspectives: What Mixed Macro Signals Mean for Bond Portfolios

February 24, 2026

If inflation isn’t fully broken and growth isn’t overheating, how much risk should fixed income investors take— and where?

U.S. Senior Loans in 2026: High Coupons Expected to Anchor Returns

January 30, 2026

Against a backdrop of positive technicals and emerging late-cycle behavior, high starting yields should anchor returns once again in 2026.

Structural Flaws: Why Tracking the Agg Leads to Inferior Results

January 26, 2026

The historical underperformance of passive Agg-based bond funds isn’t a coincidence. The index’s very design puts investors at a disadvantage.

Fixed Income Perspectives: The Next Phase of Economic Expansion

January 22, 2026

The U.S. economy is entering a rolling recovery, with housing and lower-income consumers emerging as the first sectors to benefit.

CIO Roundtable: The Big Questions for 2026

January 8, 2026

If 2025 was a year of disruption, the next looks more like a year of reckoning.

CIO Insights: Venezuela Developments and Market Implications

January 5, 2026

Eric Stein and Erin Orekhov discuss the weekend's developments involving Venezuela and what they might mean for investors.

Fixed Income Perspectives: 1H26 Themes

December 19, 2025

As investors grapple with the potential for elevated volatility, we offer six themes we think will drive fixed income markets in the first half of the year.

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